Balance your Portfolio
By
Balance Your Portfolio template that helps you track your investments and drive higher profit!
Downloads:
1476
Rating:
Share:
Free
0% off
Related finance premium templates
Expense Tracker
Mismanaged budgets are a thing of the past! Stop worrying, Start tracking!
$29
Ultimate Dev Portfolio Pack
Create a professional and polished portfolio with this Notion Templates Pack.
$25
Ultimate Notion Portfolio Pack
A game-changing collection of Notion portfolios that revolutionize how you showcase your professional journey. 💯
$50
Ultimate Designer Portfolio
Showcase your design expertise with our customizable portfolio notion template and make a lasting impression.
$29
Investment Tracker
Keep track of all your investments in one beautiful dashboard.
$9
Finance Compass (Portfolio Template for Notion)
The Finance Compass is a new Notion template for organizing your financial portfolio
$9.90
Finances Template
If you're looking to effectively manage your finances, then look no further than the "Finances" Notion Template".
$2
Notion Day Trading Pro
This comprehensive template is the ultimate tool for tracking each trade and monitoring your performance over time.
$49
Dividendos crecientes
Vivir con el método de los dividendos crecientes o DGI es posible si tienes los conocimientos necesarios.
$2.90
Notion Pro Trader
A Notion trading journal for stocks and crypto that improves your trading over time.
$39
Wishlist Tracker for Notion
Give yourself time to think about it with the automatic countdown to stop you from making impulse buys
$3
Ultimate Finance Tracker
Automate your finances' management at 360 ° with Notion. Investments, Cards, Bank Account, Monthly/Yearly balance & More
$14
Crypto Tracker
⚡️Minimal template to track all your Crypto in one place. Shows how much you invested, its current value & returns⚡
$4
$5
Best Recurring Subscriptions Tracker and Manager For Notion
Track subscriptions, when they're due, cost breakdowns daily, weekly, monthly, yearly & never forget due dates again!
$7
Finance & Crypto Tracker
Track. Measure. Analyze. Improve. All of this using Notion.
$11.90
$14
Finance Tracker
Keep track of personal incomes, expenses, and other financial activities in one place.
$9
Ultimate Finance Tracker
Easy way to track your income and expenses Linked databases to keep track of year yearly profits
$19.99
Notion Cryptofolio
A Notion template to track all your cryptocurrencies investments with custom real-time pricing widgets.
$12
Notion Money Jars System
A comprehensive Notion for tracking your finance using the Money Jars concept by T. Harv Eker.
$15
Notion Expense Tracker
"Are you stressed out tracking your expenses manually? Well, no more! Here's Notion Expense Tracker to track expenses"
$9
Template Description
ETF and Stock Rebalancer
On your journey to financial independence, it's crucial for your portfolio to be aligned according to your plans for the future. This template will make sure your investment portfolio is balanced the way you need it to, making sure you're on track to achieve your financial goals.
Accounts
The accounts that are used to hold the different items in your portfolio. This breakdown will help filter and sort the items held in your portfolio database.
Properties:
- Name
- Type
- Portfolio Investments (Relation)
Asset Classes
An asset class is a group of investments that have similar characteristics and are subject to the same laws and regulations (Source). It's important to have a balance between them that fits the risk you are willing to take as well as your time to retirement.
A target, in the form of a percentage, should be set for each of the asset classes.
The asset classes considered in this database are:
- Canadian Equity
- Fixed Income
- U.S. Equity
- International Equity
- Emerging Markets
- Cryptocurrency
Portfolio
The main database in this template. This is a list of every asset in your portfolio, and it should be the database you interact with and update the most.
Every item in the portfolio should correspond to at least one asset — although they often fit multiple (e.g. ETFs). It is very important you specify the distribution across all asset classes available such that the sum is 100%.
Properties:
- Name
- Ticker
- Market Value
- % Fixed Income
- % Canadian Equity
- % US Equity
- International Equity
- Emerging Markets
- Cryptocurrency
- Account (Relation)
- Status: 🟢 or 🔴 when the asset allocation percentages do not add up to 100%.
- Assets Classes: Every entry in this database must contain all asset classes available in order for it to be included in the balancing calculations. To help with this, there is a "New Entry" template that can be used to create new items, which contains all relations it needs. Moreover, because a filter selecting all asset classes has been set, they will be added to any new row that is added.
Finance Management with Notion
Managing finances just got super easy with these discounted Templates. ✨
Expense Tracker
Mismanaged budgets are a thing of the past! Stop worrying, Start tracking!
$29
NotionBooks - Complete Accounting Toolkit for Individuals and Businesses
NotionBooks is a bookkeeping system that's for effortless bookkeeping, financial tracking, client payment management.
$49
Finance Tracker Pecunia
All-In-One Notion dashboard to manage all your finances, investments and budget
$45.15
$129
Fintece v2
Fintece is an all-in-one personal financial assistant inside Notion!
$30
Ultimate Finance Tracker
With Ultimate Notion Finance Tracker, you can save money and optimize your budget. Organize and analyze your cash flow.
$29
Ultimate Finance Tracker
Easy way to track your income and expenses Linked databases to keep track of year yearly profits
$19.99
Personal Finance Control Hub
This all-in-one Notion system does the math for you, shows budget, and keeps you motivated with visual goal tracking
$17
Aesthetic Financial Tracker
The ultimate Notion template for taking control of your finances and living your best life!
$17
Notion Finance Dashboard
Introducing the comprehensive personal finance template that will help you take control of your finances.
$17
Rich Finance Tracker
Automate your Finance Tracking in Notion with this template!
$15
Ultimate Finance Tracker
Automate your finances' management at 360 ° with Notion. Investments, Cards, Bank Account, Monthly/Yearly balance & More
$14
The Ultimate Finance Tracker
This Finance Dashboard is a powerful tool to track your expenses, income, money transfers, savings, and debts
$14
Subscription Tracker
This Notion Template will help store all your subscriptions in one place!
$13.30
$19
Notion Cryptofolio
A Notion template to track all your cryptocurrencies investments with custom real-time pricing widgets.
$12
Money Caretaker
Propel your journey towards financial freedom, make it grow for you and become a caretaker of your money.
$11.97
$19
Finance & Crypto Tracker
Track. Measure. Analyze. Improve. All of this using Notion.
$11.90
$14
One Page Budget Tracker
Take control of your finance now. Start making better financial decisions now.
$10
Advanced Subscriptions Tracker
Keep track of your personal subscriptions in Notion. Classic table view with tags, statuses, type of subscriptions, etc.
$10
Finance tracker
A comprehensive dashboard that helps you make your finances good
$10
All-in-one Personal Finance Dashboard
Plan, manage, and track your finances all in one place!⭐ 20+ ready-to-use and easy-to-customise templates
$10
Notion Money Tracker
Calendar views, easy expense management, recurring transactions, multi-account balance tracking and more! Download now!
$10
Kakeibo Budget Planner
Regain peace of mind while hitting your saving goal with a Kakebo Budget Planner for Notion.
$10
Notion Finance Tracker
Track your daily and monthly income, expenses and subscriptions
$10
Car Wiz Maintenance Tracker
Template that assists in maintaining your vehicles to uphold their reliability and value! Everyone loves to save money!
$10
Be a Maker and start earning now
Have a knack for building useful or aesthetic Notion templates? Prototion is the perfect platform for generating revenue by selling templates. Learn more
Be a maker